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Procter & Gamble
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Overview Fund Activity

3,689 hedge funds and large institutions have $269B invested in Procter & Gamble in 2024 Q3 according to their latest regulatory filings, with 193 funds opening new positions, 1,553 increasing their positions, 1,510 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,689
Holders Change
+64
Holders Change %
+1.77%
% of All Funds
53.36%
Holding in Top 10
203
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-6.02%
% of All Funds
2.94%
New
193
Increased
1,553
Reduced
1,510
Closed
83
Calls
$2.8B
Puts
$2.55B
Net Calls
+$246M
Net Calls Change
-$348M

Top Buyers

1
BlackRock
BlackRock
New York
+$744M
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$625M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$387M
4
Franklin Resources
Franklin Resources
California
+$305M
5
Deutsche Bank
Deutsche Bank
Germany
+$287M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.03B
2
APG Asset Management
APG Asset Management
Netherlands
-$495M
3
State Street
State Street
Massachusetts
-$447M
4
BA
Bridgewater Associates
Connecticut
-$345M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$261M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBPWM
3401
Blue Bell Private Wealth Management
Pennsylvania
$239K +$17.8K +103 +8%
HFS
3402
Howard Financial Services
Texas
$239K +$173 +1 +0.1%
EWM
3403
Endowment Wealth Management
Wisconsin
$238K -$1.04K -6 -0.4%
LIA
3404
LifePlan Investment Advisors
North Carolina
$238K +$2.25K +13 +1%
DFG
3405
Demars Financial Group
Washington
$237K +$1.39K +8 +0.6%
FS
3406
Ferguson Shapiro
Georgia
$237K – – –
RA
3407
Rodgers & Associates
Pennsylvania
$237K +$2.6K +15 +1%
LSA
3408
Lansing Street Advisors
Pennsylvania
$237K +$9.18K +53 +4%
RA
3409
Rockingstone Advisors
Massachusetts
$236K – – –
TFM
3410
Trademark Financial Management
Minnesota
$236K +$19.4K +112 +9%
ASC
3411
Atalanta Sosnoff Capital
New York
$236K – – –
SC
3412
Sepio Capital
Utah
$236K -$2.25K -13 -0.9%
AWMG
3413
Alliance Wealth Management Group
New Jersey
$236K – – –
AWP
3414
Atlas Wealth Partners
Pennsylvania
$234K +$234K +1,352 New
SPA
3415
Sentinel Pension Advisors
Massachusetts
$234K -$32.9K -190 -12%
EARNEST Partners
3416
EARNEST Partners
Georgia
$233K +$8.14K +47 +4%
HWMC
3417
Heritage Wealth Management (California)
California
$233K +$346 +2 +0.1%
DIP
3418
Davis Investment Partners
North Carolina
$233K -$43K -250 -16%
IA
3419
IMZ Advisory
Florida
$233K +$233K +1,378 New
SPI
3420
Santori & Peters Inc
Pennsylvania
$232K -$15.9K -92 -6%
SCM
3421
Stordahl Capital Management
Colorado
$231K -$9.86K -57 -4%
SFWC
3422
Strategic Family Wealth Counselors
New Jersey
$231K +$8.14K +47 +4%
AIA
3423
AIMZ Investment Advisors
California
$231K +$11.3K +65 +5%
TCFP
3424
Treasure Coast Financial Planning
Florida
$230K -$4.33K -25 -2%
5SA
3425
5th Street Advisors
Connecticut
$229K +$229K +1,325 New
135 136
137
138 139